- The Story
A prominent financial services firm serving high-net-worth clients faced mounting pressure to modernize its IT infrastructure. Their clientele was demanding personalized digital experiences, instant portfolio insights, and 24/7 access—yet their aging private data centers were holding them back. Operational silos, rising security threats, and slow compliance processes were stifling innovation and increasing risk exposure.
With digital transformation becoming a necessity rather than a choice, the firm turned to Trinet Technologies to build a secure, scalable, and regulation-ready cloud foundation—without compromising availability or customer trust.
Balancing Innovation with Risk: The Core Challenge
In an industry where trust and uptime are non-negotiable, every step toward modernization must be deliberate, compliant, and airtight. For this client, modernization came with high stakes—and higher expectations.
Core applications were scattered across outdated on-prem data centers and third-party environments, making governance inconsistent and slowing down compliance reporting.
Legacy systems lacked modern controls like real-time threat detection, role-based access, and encryption at rest—leaving sensitive financial data vulnerable to breaches.
Market volatility and surging onboarding demands frequently overloaded infrastructure that was not designed to scale dynamically, leading to service degradation during peak usage.
These challenges were not isolated IT issues—they directly affected client experience, brand reputation, and regulatory standing. Trinet’s task was to help the client break free from these constraints while maintaining the highest levels of control, availability, and security.
Our Approach: A Compliance-First Multi-Cloud Strategy
Trinet Technologies designed a dual-cloud architecture leveraging both Amazon Web Services (AWS) and Google Cloud Platform (GCP). This approach provided the best of both worlds—resilience, vendor flexibility, and cost optimization—while mapping workloads to environments best suited for performance, compliance, and scale.
- Secure Foundations: We deployed encrypted VPC peering, region-based failover configurations, and microsegmentation to isolate critical services. Identity management was unified across clouds via Okta SSO and MFA, with granular IAM policies.
- Compliance Built-In: Infrastructure was provisioned through pre-certified Terraform templates aligned to PCI DSS and ISO 27001 standards. Compliance automation tools were integrated into CI/CD pipelines to flag misconfigurations before they went live.
- Proactive Monitoring: Continuous compliance monitoring was achieved through Splunk integrations, Cloud Security Posture Management (CSPM), and real-time alerting through SIEM systems—giving the client’s security team immediate visibility into anomalies.
- Scalable Intelligence: Compute-heavy AI analytics workflows were containerized and deployed via GCP Kubernetes Engine, enabling automatic scaling based on market activity and analytical complexity.
To ensure the client’s internal team could maintain governance post-deployment, Trinet also conducted extensive knowledge transfer through security workshops, playbooks, and live incident simulation drills.
The Outcome: A Foundation for Growth and Confidence
In less than nine months, the firm successfully migrated 70% of its mission-critical workloads to the cloud—without a single unplanned outage or data breach.
- 99.995% uptime was achieved across all production systems.
- Threat detection and response time improved by 60%, with fewer false positives and faster remediation cycles.
- Cloud costs dropped by 28%, thanks to dynamic scaling, right-sized workloads, and intelligent workload placement.
- Innovation velocity increased, with new digital services launched in weeks instead of quarters, including AI-generated portfolio summaries and real-time market notifications.
Most importantly, the leadership team regained control over their technology roadmap. With a secure and scalable digital backbone, the firm is now preparing to expand into the Asia-Pacific market—confident that its infrastructure can support global compliance, data sovereignty, and high-speed innovation.
* We take our clients’ confidentiality seriously.
